SEC 13F Intelligence

Price Wealth, LLC / SCHV

Price Wealth, LLC’s Schwab Strategic Tr Position

Does Price Wealth, LLC own Schwab Strategic Tr (SCHV)? Yes424.9K shares worth $22M (+6.21% of its 13F portfolio) as of Q3 2020, up from 414.2K shares the prior filed quarter.

Position Value
$22M
Q3 2020
Shares
424.9K
% of Portfolio
+6.21%
Quarters Held
3
currently held

Position History SCHV

Reported value by quarter
Q1 ’20: $8MQ1 ’20Q2 ’20: $21MQ2 ’20Q3 ’20: $22MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2020424.9K$22M+6.21%
Q2 2020414.2K$21M+6.14%
Q1 2020189.6K$8M+3.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Price Wealth, LLC’s full portfolio or all institutional holders of SCHV.